Languages Spoken

Specialties

Licensed In

Ontario

Quebec

Alberta

British Columbia

New Brunswick

Saskatchewan

New York

Dr. Jay SmithPH.D, CIM, FSCI

For over 35 years, I have been a trusted Investment Advisor to affluent individuals, foundations and corporations, creating personalized investment strategies with a skilled team of associates. I have comprehensive knowledge of many investment areas and provide my clients a complete financial offering.

As a First Vice-President, Senior Portfolio Manager and Investment Advisor at CIBC Wood Gundy, I currently manage over $2.4 billion in client assets. My primary investment goal is to preserve capital and provide growth, while generating income as needed. I respect risk tolerances and investment objectives, and actively manage and personally design portfolios that reflect the various investment styles of my exclusive clients.